Monetary Tightening

The Flash Composite PMIs show that the US, the UK and the Eurozone saw growth accelerate this month. That should lead to more monetary tightening 

View: Wait for the right entry points in the stock market

It is likely that the Indian economy might grow at less than 5 percent for the next four quarters. This will be the period that may see a very high decibel drama in the global theatre.

MC Explains | Slowing down monetary tightening will be the right call for India

Several economies that had raised rates sharply early on are still facing elevated inflation. India must bide its time to ensure growth is not dented more than required

Top central bankers deliver a hawkish message at Jackson Hole

Policy makers in Europe and the US, battling the hottest inflation in decades, are resolutely raising rates and pushed back against suggestions they will waver if their economies falter while price pressures remain too high

Monetary tightening all very well, but what about massive fiscal deficits? 

A study by Moody’s Analytics says that with the re-opening of the Asian economies, demand is set to rise, leading to a resurgence of inflation

Crypto is a very interesting long-term story, says Christopher Wood

Cryptos remain a “vulnerable asset class” but bitcoin stands to gain with the Federal Reserve planning to tighten liquidity and hike rates, says Wood

Impact of rate tightening to be felt this quarter: Gokarn

The full impact of interest rate tightening, effective monetary tightening that was done in order to deal with exchange rate pressures will be felt in this quarter

See FY14 GDP at 4.8% if liquidity squeeze persists: BofA ML

Due to squeeze in liquidity high lending rates will eat away benefits of monsoon. Therefore, GDP growth will depend a lot upon when the monetary policy is dismantled, says Indranil Sengupta, Chief Economist India, BofA ML.

RBI issues fresh measures to bail out banks, mkts to rally

The Reserve Bank of India (RBI) on Tuesday late evening issued another set of measures, aimed at twin purposes: arresting dip in long term bond yields and shielding banks from incurring financial losses due to declining bond prices.

Macquarie cuts India's FY13 growth forecast to 6.9%

Macquarie downgraded its India's growth forecast for the year to March 2013 by 1 percentage point to 6.9% due to a lack of policy reforms and the lagged impact of monetary tightening.

Rate hike may not harm asset quality of infra cos: Experts

The Reserve Bank of India’s move to hike interest rates in a bid to tame inflation has hit the infrastructure space adversely. Experts feel that monetary tightening will sit heavily on the shoulders of infrastructure comapnies, and asset quality issues will be a big drag.

Too early to signal change in stance: RBI

Reserve Bank of India (RBI) Governor D. Subbarao said on Friday it was important to bring down inflation to sustain growth and that it was too early to signal a change in monetary stance, suggesting the central bank may not be done with monetary tightening.

Corporation Bank raises lending rate by 35 basis points

State-owned Corporation Bank today raised base rate or minimum lending rate by 35 basis points to 10.25% in response to the monetary tightening measures taken by RBI earlier this month.

RBI sees more Asia monetary tightening

Monetary tightening is set to continue in emerging economies, with inflationary concerns becoming more important, RBI governor Duvvuri Subbarao said on Thursday, after giving a speech at an Australian university in Canberra.

Fund managers are wary of approaching India: Tim Dickson

Inflation and monetary tightening are worrisome, says Tim Dickson of the Scottish Widows Investment Partnership. In an interview with CNBC-TV18, he says that fund managers are nervous in approaching India. India is trading at a premium compared with its Asian peers, he says.

China factory town shudders at rising costs

In this wealthy eastern Chinese city known for its shrewd merchants, the owner of a factory that makes spectacles faces a difficult task: closing his money-losing business and dismissing his workers.

CNBC-TV18 poll sees FY12 GDP at 8.4%, market unfazed

On the crucial macro-economic data, the CSO will announce the fourth quarter and full year gross domestic product (GDP) numbers tomorrow. According to a CNBC-TV18 poll, the fourth quarter GDP may be at 8.27%, while the full year GDP is seen at 8.4%. CNBC-TV18's banking editor Latha Venkatesh gives her perspective on what’s in store going ahead.

PN Vijay's top picks

PN Vijay, Portfolio Manager, gives his outlook of the markets today on CNBC-TV18. He also picks out his top favorite stocks for the day.

US, Europe data give shot in arm to oil, metals

Oil and metals extended a recovery on Friday as US and European economic data dampened worries about growth and monetary tightening, luring investors back into commodities after a bloody rout.

SBI is playing catch-up: CFO

Following the large hike in its base rates by 75 bps, Diwakar Gupta, CFO, SBI, told CNBC-TV18 that the bank is compensating for a sluggish rise in the past. In spite of the number being large, they still compare among peers as having low rates, he said.

Morgan Stanley bullish on India growth story in long-term

Inflationary pressures seem to be affecting the performance of almost all emerging markets. According to Morgan Stanley Smith Barney's David Darst, the second half of the year will be driven by inflationary concerns. While interest rate increases by many central banks has left investors not too confident."

Govt's 9% growth goal to deflate fiscal deficit way off mark: Jim Walker

Jim Walker, the MD of Asianomics, in an interview on CNBC-TV18 says European tensions are only likely to escalate henceforth with no relief in sight. Along with the situation in the Middle East North Africa (MENA) region, he also expresses concern over the financial stability and the economic growth of the eurozone.

China inflation surprisingly low but risks still high

Chinese inflation was lower than expected at 4.9% in the year to January, but price pressures continued to build and will force the central bank to stick to its course of monetary tightening.

HDFC Life sees mkt ranged in near-term

Prasun Gajri, CIO, HDFC Life, in an interview on CNBC-TV18, spoke about his reading of the market and how he sees tomorrow’s credit policy review playing out.